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Tutorial: Automatically attach one-page or multi-page PDF files to all newly created documents. This way, terms and conditions or contract terms are no longer forgotten. Of course, you can also attach them manually.
Content
For certain orders, the same attachment must always be sent. For example, terms and conditions of service contracts, services of a subscription or further information about an offer.
So that these are not forgotten and do not have to be sent manually each time, it is worth using the integrated function of CashCtrl.
Open the settings of the desired order category via Configure in the order overview or via Settings Order categories.
Select the PDF tab and either drag and drop a file into the window or select one from the computer or the file manager.
Complete the process by clicking Save.
Now when a new invoice is created, the PDF file defined in the order category is automatically attached. The attachment can be manually adjusted or removed if necessary.
If you always attach different PDFs (for example plans of an individual piece of furniture or an electrical installation) it is useful to do this manually.
In the detail view of the document in the left area is the PDF tab. There you can drag and drop a PDF file or select it from the computer/file manager. That's it.
